Horizon Investments Named Asset Manager of the Year ($10 Billion in AUM and Under) by MMI & Barron’s

Third time in four years Horizon has been honored in the MMI/Barron’s Industry Awards for its innovation in designing solutions for investors and advisors

CHARLOTTE, N.C.--(BUSINESS WIRE)--Horizon Investments, LLC, is today celebrating having been named Asset Manager of the Year (AUM of $10 billion or less) by MMI and Barron’s in the 2021 MMI/Barron’s Industry Awards, the winners of which were announced during a virtual ceremony late last week.

Horizon’s Goals-Based Solutions were specifically cited by the award organizers and this marks the third time in four years that Horizon has been honored by the MMI and Barron’s teams for the firm’s efforts in designing solutions for investors and financial advisors.

“At Horizon, it has long been our mission to empower those financial advisors who are embracing goals-based planning on behalf of their clients. This type of planning is multi-faceted and requires innovative solutions like target risk mitigation or specific retirement distribution needs,” said John Drahzal, Chief Executive Officer with Horizon Investments. “We’re thrilled that MMI and Barron’s have once again recognized the work we’re doing to provide advisors with the types of tools designed to meet the needs of their clients, both today and in the future.”

Nominations for this year’s awards were reviewed and evaluated by a specially appointed MMI Industry Awards Steering Council and the MMI Membership Experience Committee (MEC). The council and committee represent all segments of MMI membership, including asset managers, wealth managers and solutions providers. The Steering Council and MEC reviewed all nominations based on:

• Level of innovation and forward-thinking;
• Potential to effect noticeable change in the investment advisory industry;
• Advancement of existing investment advisory practices and protocols; and
• Potential to deliver improved outcomes for financial advisors and investors.

Horizon was also awarded Asset Manager of the Year ($25 billion in AUM or less) in these same MMI/Barron’s Awards in both 2018 and 2019.

About Horizon Investments

Horizon Investments is a pioneer in providing modern goals-based investment management. With a focus in goals-based investment strategies, Horizon is dedicated to helping financial advisors and their clients improve the investment experience relative to real world, prioritized financial goals. Horizon’s investment process balances quantitative expertise with a qualitative perspective, including economic, fundamental, and macroeconomic analysis. Financial advisors turn to Horizon for innovative risk mitigation and retirement income strategies. Horizon’s GAIN PROTECT SPEND® framework, combined with its investment management methodology, has been a cornerstone of Horizon’s portfolio construction process for over a decade.

Past performance does not guarantee future results. The award included herein is not indicative of future performance and may not be representative of any one client’s experience because it reflects an average of all, or a sample of all, the experiences of an adviser’s clients. The primary contacts at each of MMI’s 182 members firms were eligible to vote to determine the winners in each category. Horizon was the only firm to win this award. Horizon did not pay to participate. This information is not complete without these disclosures: horizoninvestments.com/awards.

Horizon Investments is a registered trademark of Horizon Investments, LLC.

© 2021 Horizon Investments, LLC.